See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,963 | $78,672+80.4% | $109,143+30.1% | $85,850+65.4% |
| Participation rate | 36.7% | 68.3%-31.6pp | 75.9%-39.2pp | 69.3%-32.6pp |
| Annual return | 25.75% | 25.09%+0.7pp | 25.75%0pp | 318.53%-292.8pp |
| Employer contribution / active EE | $694 | $2,735-74.6% | $3,722-81.4% | $2,565-73.0% |
| Participant deferral / active EE | $1,484 | $3,467-57.2% | $4,653-68.1% | $3,952-62.4% |
| Admin fee / account holder | $363 | $5,469-93.4% | $6,752-94.6% | $6,260-94.2% |